Sales Quotations (tdsls1500m100)

Field Information

Expiry Past Due

The number of days after whichthe sales quotation expires.

Note: 

• If a negative value is displayed, the sales quotation is already expired and the number of days after the expiry date is displayed.
• If the quotation status is set to Processed, no value is specified in this field.

Quotation

The number that identifies the sales quotation.

Sold-to Business Partner

sold-to business partner

You cannot change this field if you entered quotation lines for this sales quotation.

Internal Sales Representative

Your (inside) sales representative who is responsible for submitting a quotation for goods to the business partner. If you convert the quotation to a sales order, you can sort sales statistics data by sales representative.

Status

The status of the sales quotation.

Allowed values

Suspended

The quotation is handled by CRM. You cannot maintain the quotation in the application.

Created

The quotation is entered in the application, or confirmed in CRM.

Approved

The quotation is approved.

If the Approval Required check box is selected in the Sales Quotation Parameters (tdsls0100s100) session, you must approve sales quotations:

• After creation
• After modification
• Before printing

Printed

The quotation is printed.

Modified

Quotation lines are added, changed, canceled, or deleted after the quotation is approved or printed.

Processed

The quotation is assigned this status if the quotation lines:

• Are all set to Processed, Canceled, or Lost.
• Of a Suspended quotation, are canceled in CRM.

Quotation Date

The sales quotation's creation date. You can modify the default date.

Note: This field cannot be modified if quotation lines are present.

Expiry Date

The final day on which the quotation is valid.

The default expiration date for the quotation is automatically calculated by adding the number of days specified in the Effectivity Period field in the Sales Quotation Parameters (tdsls0100s100) session to the quotation date.

Sales Office

sales office

Default value

When you enter a sales quotation, LN retrieves the sales office from the Sold-to Business Partner (tccom4110s000) session. This value can be changed. If no sales office is found in the Sold-to Business Partner (tccom4110s000) session, LN searches the Sales User Profiles (tdsls0139m000) session. If no sales office is found in the Sales User Profiles (tdsls0139m000) session either, no sales office is defined. As a result, LN cannot retrieve a default sales office.

Financial Department

financial department

The financial department enables you to process financial transactions for a quotation in another financial company than the financial company of the sales office.

Note: 

• The financial department must have a tax ID in the tax country.
• This field is only visible if the Use Tax Numbers of other Financial Companies check box is selected in the Tax Parameters (tctax0100m000) session.

Default value

• This field is defaulted from the Sales Office field.
• This field retrieves the default financial data of its financial company for the sales quotation.

Order Type

The sales order type that is used to convert the quotation into a sales order.

Note: 

Quotations cannot be entered for the following sales order types:

• Return orders
• Collect orders
• Consignment invoicing
• Consignment replenishment

Origin

The origin of the sales quotation.

Allowed values

Contracts

The sales order is generated from a scheduled requirement for a sales contract using the Generate Sales Orders from Delivery Schemes (tdsls3204m000) session.

Consumption

The sales consignment invoicing order is generated to register consumptions. Applicable if, in the Implemented Software Components (tccom0100s000) session, Ownership External is selected.

CRM

The sales order, or quotation originates from another software application.

EDI

The sales order, or schedule is generated using external electronic data interchange (EDI).

Fax

The sales order, or quotation originates from a fax.

Intercompany EDI

The sales order is generated using internal electronic data interchange (EDI).

Manual

The sales order, schedule, or quotation is manually specified.

Mail

The sales order, or quotation originates from a mail request.

Order Template

The sales order is generated from a template using the Sales Order Templates (tdsls2505m000) or Sales Order Template (tdsls2605m000) sessions.

Opportunity

The sales quotation is generated from an opportunity using the Opportunity (tdsmi1610m000) session.

Phone

The sales order, or quotation originates from a telephone call.

Planning

The sales order, or schedule originates from the Enterprise Planning package. The sales order/schedule is an order/schedule for VMI and is used to transfer items from the supplier's own inventory to a VMI warehouse at the customer's location.

Purchase

The material supply sales order or schedule is generated in the Purchase Order Material Supply Lines (tdpur4116m000) session or the Generate Supply Orders for Subcontracting (tdpur4216m000) session. The sales order/schedule includes supply lines that are used to transfer the required material from your (the manufacturer's or service organization's) Supply-from Warehouse to the subcontractor's Supply-to Warehouse.

Quotations

The sales order is generated from a sales quotation using the Process Sales Quotations (tdsls1200m000) session.

Retro-Billing

The retrobilled sales order is generated using the Generate Retrobilled Sales Orders (tdsls3271d000) session.

Service

The sales order or quotation originates from the Service package.

Shipment

The sales shipment cost order is generated to register shipment based additional costs. For more information, refer to Additional costs - shipment based.

Probability Percentage

success percentage

The default success percentage is zero.

Delivery Lead Time

The relative delivery date determines the actual delivery date of the sales order, that is, when a quotation is converted into an order. The relative delivery date is entered as a number of calendar days.

The sales order's delivery date is calculated as follows:

Transfer date + relative delivery date of quotation 

If the relative delivery date is not filled, the delivery date on the new order is filled with the expected delivery date of the quotation. The relative delivery date in the quotation header serves as default for the quotation lines.

Customer RFQ Number

The request for quotation number of the sold-to business partner. This number is included on various quotation documents and lists.

Reference A

reference A

Reference B

reference B

Budget

budget

This field serves as a default for the Budget field in the Sales Quotation Lines (tdsls1501m000) session.

Header Text

If this check box is selected, header text exists for the quotation.

Footer Text

If this check box is selected, footer text exists for the quotation.

External Sales Representative

Your (external) sales representative who is responsible for maintaining contact with the sold-to business partner, mainly by visits.

Contact

The ship-to business partner's contact.

Full Name

The contact's full name.

Phone

Your contact's telephone number.

Sold-to Address

The sold-to business partner's address code.

Address

The first part of the address.

City

The name of the city.

Line of Business

The business partner's line of business. You can use the line of business code to sort sales statistics.

Area

The code of the area where the business partner is located. You can use the area to sort sales statistics.

Order Amount

The sales quotation's total order amount.

Order Currency

The currency used for the initial transactions with the business partner, such as for request for quotations and sales quotations.

On invoices, LN uses the default currency you specify for the invoice-to business partner and invoice-from business partner roles.

Available Credit

The value of this field is calculated as follows:

The value of the Credit Limit field minus the sum of the following fields in the Invoice-to Business Partner Balances (tccom4513m000) session:

• Order Balance
• Balance Receivable
• Composed Invoice Balance

The currency in which the available credit and the credit limit are expressed.

Credit Limit

credit limit

Order Discount

A percentage that applies to the net amount of each order line, if no cost or service item is posted to that order line.

The net amount is calculated as follows:

Price * Quantity - Line discount 

Default value

LN takes the default value from the order discount assigned to the business partner in the Business Partner (tccom4100s000) session.

Sales Price List

sales price list.

Prices and discounts can be recorded for a group of business partners. The quotation's prices and discounts can be determined by linking a price list to the quotation.

Default value

LN takes the default value from the price list assigned to the business partner in the Business Partner (tccom4100s000) session. The price list must be defined in the Price Lists (tcmcs0134m000) session.

Price List for Direct Delivery

If any of the quotation lines is delivered directly to the customer from your supplier, you can record special price agreements.

Default value

LN takes the default value from the price agreement recorded in the Price List for Direct Delivery field of the Sold-to Business Partner (tccom4110s000) session.

BP Prices/Discounts

The business partner that is used by LN to determine the prices and discounts on the sales quotation. If this field is filled, LN first retrieves the price and discount data that is linked to this business partner. If no price and discount data is available, or if no business partner is specified in this field, LN retrieves the data that is linked to the sold-to business partner.

Business Partner Texts

The business partner that is entered in this field determines what texts are printed on various quotation documents and lists. If this field is filled, LN first retrieves whatever text data is linked to this business partner. If there is no text data, or no business partner is specified in this field, LN prints the texts linked to the sold-to business partner, depending on which documents and lists must be sent to which business partner.

Ship-to Business Partner

The ship-to business partner to which you will send the goods if the quotation is converted into a sales order.

Address

The ship-to business partner's address code.

Contact

The ship-to business partner's contact.

Planned Delivery Date

The default expected delivery date for the quoted items.

Planned Receipt Date

planned receipt date

Note: 

• If you enter the planned receipt date, LN calculates the planned delivery date.
• The planned receipt date cannot be earlier than the planned delivery date.

Shipping Constraint

The terms and conditions related to the shipment of goods.

Allowed values

None

There is no shipping constraint. LN handles the orders based on the available inventory. Sufficient inventory results in a complete shipment. Insufficient inventory results in a back order.

Ship Order Complete

The total order must be shipped in a single shipment. As a result, LN does not allow partial deliveries. Lack of inventory results in the postponement of shipment of the order.

Ship Set Complete

All the order lines with the following common delivery criteria must be shipped in a single shipment:

• Delivery date.
• Carrier.
• Warehouse.
• Ship-to business partner.
• Ship-to address.

LN assigns the same set number to these order lines. Other order lines can be shipped separately.

Ship Line Complete

Each order line must be delivered as a whole. LN assigns a unique set number to each order line. Lack of inventory results in the postponement of shipment of the order line.

Ship Line & Cancel

The available inventory is shipped. If sufficient inventory exists, this results in a complete shipment. Lack of inventory does not result in a back order but in cancellation of the order for the remaining quantity. LN enters a predefined cancel reason to the order line. This cancel reason is defined in the Pre-Defined Cancellation Reason for Ship/Cancels field of the Sales Order Parameters (tdsls0100s400) session.

Ship Kit Complete

A main item must be delivered as a whole. LN assigns a unique set number to the component lines that constitute a main item and that must be shipped in one set. Lack of inventory results in back order for the main item, which must also be delivered as a whole.

Not Applicable

No shipping constraint is defined at this level.

Default value

The shipping constraint is defaulted from the Sold-to Business Partner (tccom4110s000) session.

Note: If the warehouse is WMS controlled, the Ship Line Complete, Ship Order Complete, and Ship Set Complete check boxes in the WMS Interface Parameters (whwmd2105m000) session determine whether you can select the Ship Line Complete, Ship Order Complete, and/or Ship Set Complete value in this field.

Route

The route taken for the delivery of goods if the quotation is converted into a sales order.

Note: Before you print picking lists, packing slips and forwarding documents, you can select and sort sales orders by route.

Carrier/LSP

The carrier responsible for shipping the goods to the business partner. You can print sales order data on a packing list for the forwarding agent.

Delivery Terms

The agreement made with the business partner regarding the delivery of goods.

Point of Title Passage

point of title passage

Invoice-to Business Partner

invoice-to business partner

Address

The invoice-to business partner's address. You can change this data.

Contact

The invoice-to business partner's contact.

Exchange Rate Type

exchange rate type

Rate Determiner

rate determiner

Allowed values

Document Date

LN uses the rate that is valid on the date and time on which the documents are created. The Document Date rate determiner applies to all types of transactions. You can manually change the rate.

The rate is updated by Invoicing when the invoice is posted.

Manually Entered

You can manually enter the rate. By default, LN uses the rate that is valid on the date and time on which the documents are created. The Manually Entered rate determiner applies to all types of transactions.

Delivery Date

If the goods are not yet delivered, LN uses the rate that is valid on the order date. However, if this order date is in the past, LN uses the rate that is valid on the current date.

If the goods are delivered, LN uses the rate that is valid on the actual delivery date.

The Delivery Date rate determiner only applies to sales orders, service orders, and sales invoices. You cannot manually change the rate.

Receipt Date

LN uses the rate that is valid on the date and time on which you expect to receive the goods. The Receipt Date rate determiner only applies to purchase orders and purchase invoices. You cannot manually change the rate.

Expected Cash Date

LN uses the rate that is valid on the date and time at which payment of the sales invoice or purchase invoice is expected.

Expected cash date = expected delivery/receipt date + payment period 

The payment period is specified in the Payment Terms (tcmcs0113s000) session. The Expected Cash Date rate determiner applies to all types of transactions. You cannot manually change the rate.

The rate is updated by Invoicing when the invoice is posted.

Fixed

You can use this rate determiner only for a dependent currency system or a single currency system. The Fixed rate determiner applies to all types of transactions.

If you manually enter the rates between the transaction currency and the reference currencies, the rate is fixed. If you do not manually enter the rates, the rate is not fixed and LN uses the rate that is valid on the date and time on which the documents are created.

Fixed Hard

You can use this rate determiner only for an independent currency system. The Fixed Hard rate determiner applies to all types of transactions.

If you manually enter the rate between the transaction currency and the reporting currencies, the rates are fixed. The local currency rate is based on the document date of the actual document.

If you do not manually enter the rate between the transaction currency and the reporting currencies, the rates are not fixed and LN uses the rates that are valid on the date and time on which the documents are created.

Fixed Local

You can use this rate determiner only for an independent currency system. The Fixed Local rate determiner applies to all types of transactions.

If you manually enter the rate between the transaction currency and the local currency, the rate is fixed. The other rates are based on the document date of the actual document.

If you do not manually enter the local currency rate, the rate is not fixed and LN uses the rate that is valid on the date and time on which the documents are created.

Fixed Local and Hard

You can use this rate determiner only for an independent currency system. The Fixed Local and Hard rate determiner applies to all types of transactions.

If you manually enter the rate between the transaction currency and the home currencies, the rates are fixed. The local currency rate is based on the document date of the actual document.

If you do not manually enter the rates between the transaction currency and the home currencies, the rates are not fixed and LN uses the rates that are valid on the date and time on which the documents are created.

Rate/Rate Factor

The sales rate assigned to the currency in the Currency Rates (tcmcs0108m000) session. You can change this data if the quotation currency is not equal to the home currency. If the two are the same, the currency exchange rate is one.

Rate Factor

The rate factor assigned to the currency in the Currency Rates (tcmcs0108m000) session.

Defined Rate

The conversion between the home currency and the currency that is used on the quotation.

Tax Classification

tax classification

Default value

This field is defaulted from the Business Partner Tax Classification field of the Invoice-to Business Partner (tccom4112s000) session.

Invoice for Freight

If this check box is selected, the invoice-to business partner is invoiced for the freight costs you make.

Invoice Freight Costs Based On

A company can invoice freight rates to the invoice-to business partner, based on Freight Costs, Freight Costs (Update Allowed), or Client Rates.

Note: 

This field is defaulted from the Invoice for Freight Based On field in the Invoice-to Business Partner (tccom4112s000) session.

This field is enabled only if the Invoice Business Partner for Freight check box in the Buy-from Business Partner (tccom4120s000) session is selected.

Pay-by Business Partner

pay-by business partner

Address

The pay-by business partner's address.

Contact

The contact of the pay-by business partner.

Payment Terms

payment terms

Late Payment Surcharge

The late payment surcharge percentage that is applied to the goods amount. If the invoice is settled in the term defined in the late payment surcharge, the business partner that receives an invoice can deduct the surcharge from the goods amount.

Payment Method

The pay-by business partner's proposed payment method.

Header Quote Reference

The reference to the quotation number of another application.

Opportunity

The reference to the opportunity from which the sales quotation was generated.

You can view the opportunity in the Opportunity (tdsmi1610m000) session.

Note: This field is only filled if a quotation is generated from an opportunity. If you link a quotation to an opportunity in the References by Opportunity (tdsmi1115m000) session, this field remains empty.